Hacker News Reader

Comment by Hasz | Hacker News Reader

Oracle is still making a very, very healthy amount of money on legacy db products. Momentum is a very powerful thing.

We're early on in the LLM era, so I have hope that it can crush Oracle's business model. That said, your database is probably the hardest part of your application to migrate off of...

> We're early on in the LLM era, so I have hope that it can crush Oracle's business model.

They're a hypercloud provider now. It may be awhile.

Oracle seems to be doing their best to expedite their own crushing. I wish them success.

> Oracle seems to be doing their best to expedite their own crushing.

Ehhhhhh maybe https://www.cnbc.com/quotes/ORCL

As much as I'd like to believe this, they have their ways of making money.

I was thinking maybe investigations and prison time should crush Oracle's business model.

They bought Cerner early in the decade and have whittled it down to absolutely nothing. This is a problem when the software that Cerner sold was EMRs and I have people who used to work there telling me that the perioperative and anesthesia suites now have one person working on them, and no one's fixing issues.

> your database is probably the hardest part of your application to migrate off of

Oracle has understood this for a long time. RDMBS have seen many generations of application tech stacks rise and fall. Other than C and unix they have outlasted almost everything.

don't look at the oracle stock price over the last year though

$322 to $130. ouch

This is mostly an artifact of their bonkers hyperscaler build up. The growth in their RDBMS has got to be 0 or negative, but existing customers are locked in tight imo.

IMO because usually the ones that use Oracle are usually slow at changing, usually risk-averse, CYA culture and big bureaucracy.

Don’t look at oracle’s debts

Reply on news.ycombinator.com